Alexis Juliana Miller
Investment adviser representative at Precision Fiduciary Partners, LLC
18 yearsExperience
1 stateRegistered in
$24.1BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Precision Fiduciary Partners, LLCMar 2020 to now
- Leafhouse FinancialDec 2019 to now
- Layla Dance AcademyAug 2019 to Nov 2019
- St. John Xxiii College PreparatoryJun 2017 to Jul 2019
- University of St. ThomasAug 2013 to May 2017
- Lakewood United Methodist ChurchJun 2008 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Precision Fiduciary Partners, LLC
$24.1BAssets managed
4,144Clients
11Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7228721
- Firm CRD
- 149694